Provide research and resolution on defined contribution plan and participant level inquiries from Account Managers, Client Executives, third parties, etc. Serve as an expert on how in-force plan data is used and make necessary updates in accordance with compliance rules/standards.

Responsibilities:

  • Research and provide resolution on plan and participant level services being administered to ensure compliance standards are met.

  • Perform live table updates, inserts, and deletions using DB2 SQL.

  • Research issues concerning application and process problems; help to identify the “root” cause of the issue and follow through to resolution.  Escalate to higher level staff as needed.

  • Audit, analyze and reconcile data quality reviews concerning participant records being transferred or uploaded; ensure compliance within the plan’s ongoing administrative operation.

  • Review and analyze retirement plan documents, with system set-up/functionality, to ensure ongoing operation complies with the plan document.

Qualifications:

  • Bachelor’s degree in a business field or equivalent experience

  • Strong analytical and problem-solving skills. 

  • Organizational skills and attention to detail

  • Technical aptitude

  • Good written and oral communication skills

  • Proficiency using MS Office

Preferred Qualifications:

  • Pension/retirement administration experience

  • AQT knowledge

  • Advanced skills in MS Excel

Working Conditions:

  • Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

The Salary for this position generally ranges between $49,000 - $57,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.